DeFreze Financial Services - Rochester (NY)

Carl Facciponte The Horizon Group is the ONLY firm I would consider to handle my retirement IRA. They are leaders in the industry, have spoken in front of US Government committees about necessary investment reform, and are the sharpest, friendliest group of people Ive ever met. Check em out!

Jason Gabriel Tellers and managers always go out of their way to make my visit a pleasant experience Kristin is amazing

Don Durkin This bank has been very helpful with any questions I have

Holly Howell My family and I have been working with Eric Garsin for well over 20 years. We love him! My parents had gone through several financial firms before finding Eric years ago, and they immediately saw the difference and called me right away. So I signed up too. He and Sara have been such a huge help with all of my finances, especially when I lost my parents and really needed guidance. I cant say enough about their level of personal commitment and professionalism. I feel so fortunate to be with them!

Tiffany Parent Very polite and kind I love her shes so trustworthy and honest

Paul Schroeder I dont know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.

Tyrone Spratt i liked working with them they got me approved the staff was really nice and helpful im impressed.

Sheshadri Sosale Ji ji ji ji ji